This Week’s Vendor News

NEW & UPDATED PRODUCTS

Allvue Systems launches Allvue Services, a suite of offerings encompassing product support, consulting, and managed services. Allvue Services now uses generative AI to accelerate time to value by enhancing the customer experience with faster issue resolution, accelerated implementation timelines, and broader realization of new use cases. Allvue Services is structured around three core offerings: 1 - Support: Provides enhanced client experience with quick issue resolution, dedicated senior engineers, and proactive engagement to optimize product usage and minimize downtime. 2 - Consulting: Offers personalized strategic guidance, accelerated project execution, and tailored solutions to meet each firm’s needs, ensuring seamless integration and maximum ROI. 3 - Managed Services: Delivers cost-effective tracking, reconciliation, and reporting solutions, allowing firms to scale efficiently while offloading administrative overhead to Allvue’s team. ↗

Similarweb introduces App Intelligence. App Intelligence lets users build a unified strategy for mobile apps and web, all in one place. By utilizing web and app analytics, businesses gain a complete view of their digital market story — uncovering trends, analyzing performance, and benchmarking against competitors. With capabilities in user behavior analysis, trend monitoring, and performance benchmarking, App Intelligence assists businesses with optimizing their app strategies. ↗

Fintent releases 3 updates to its platform to increase coverage, make it easier to prioritize outreach and filter outputs of screeners, lists and searches. The three new updates are as follows: 1 - Coverage increase: 2.5M+ lower middle-market companies added to the platform. 2 - Outreach prioritization - Fintent's new signals summary tab gives users a view of current deal-making opportunities: companies with high M&A Intent, CapRaise Intent, Deal-Maker Interest, or Distress Signals. 3 - Additional filtering: Users can now refine every screener, list and search by geography, industry, company size, and signal level helping them zero in on relevant subsets of companies. ↗

Specter unveils its newest platform feature, Contact Details. Contact Details is a full contact enrichment built into Specter's platform and Chrome extension. Contact Details delivers: 1 - Verified Contact Data: quality tested emails (personal & professional) via a waterfall system. 2 - All-in-One Access: Enrich profiles of founders, team members, and industry professionals with one click. 3 - Frictionless Outbound: great for VCs & PE firms aiming to scale outreach with accuracy. 4 - Coming soon - API & Programmatic Support – Seamlessly integrate enriched data into workflows. ↗

Vestlane launches new feature for Name Screening Email Notifications. With this new feature, users get real-time alerts whenever an investor’s status changes, which helps to stay ahead of compliance risks for funds. Name Screening Email Notifications include: 1 - Instant updates on screening changes, 2 - No more manual monitoring, 3 - More compliance and less effort in fund onboarding. ↗

Broadridge updates the Broadridge Investor Pulse and it's now an interactive tool for analyzing the behavior of investors. The Broadridge Investor Pulse site is publicly available and updated monthly. It provides transparency into main street investment behavior and leverages a personal rate of return metric for performance insights. Demographic filtering by region, age, gender, education level, and more allows users to delve into investor subsegments and create custom peer groups. This new functionality enables advisors and investors to examine and benchmark against a specific cohort. ↗

FIS launches Treasury GPT, a new AI-based product support tool for the treasury industry. FIS Treasury and Risk Manager - Treasury GPT is a proprietary generative AI product support tool embedded within the FIS Treasury and Risk Manager – Integrity Edition. In collaboration with Microsoft, the tool uses Microsoft Azure OpenAI Service for enhanced data and risk management, and generates responses on queries pertaining to product usability, client configuration, policies and best practices for use of the solution. ↗

Edda's new and improved email plugin is now available for Gmail and Outlook. Now users can: 1 - Create Dealflow contacts and companies directly from your inbox, 2 - Link multiple contacts and companies to a single email, 3 - Customize transferred email privacy settings. ↗

Position Green launches VSME reporting software. The VSME software streamlines data requests, reduces reporting complexity and provides a baseline of ESG data to inform strategic business decisions. Aligning with the VSME can help smaller companies that do not need to comply with CSRD, strengthen relationships with stakeholders in larger companies and investors and provide insights into ESG performance. VSME data is also used to improve operational efficiency and enhance business resilience. Features of this new software are: smooth workflows and API integrations, 2 - Seamless data sharing and exports, 3 - Real-time visualizations and AI-powered analytics, 4 - ability to reuse data across frameworks. ↗

Perplexity's Deep Research capabilities are now available in the BlueFlame AI platform. Now, users can eliminate hours of manual research and meeting preparation time and can now make better-informed investment decisions. How does BlueFlame AI's Deep Research integration work? 1 - Enter query, e.g., "@DeepResearch prepare a report on [Target Investment Company], including their history, management team, products, growth trajectory, and recent news." 2 - Receive a report in 1-5 minutes, including analyses on markets and investment targets, company profiles, management backgrounds, and emerging opportunities. 3 - Export content to multiple formats (audio, Word, PDF, email) to share with team. ↗

The iConnections platform has been updated. This new update allows for allocators to now be able to set up and manage their own business trips directly on the iConnections platform. ↗

Worldfavor's platform is now available in five new languages. Worldfavor's platform has been updated and is now available in Swedish, Norwegian, Chinese, Spanish, and German. ↗

DEAL ACTIVITY

Vestberry raises 2.2M Euros for US expansion. The raised funds will be spent on expansion, mainly into the US market and more technological development. Almost half of the funds will be received from a strategic investor, Seed Starter of Česká a Slovenská spořitelna. Other investors include Venture to Future Fund and Zero One Hundred. ↗

PARTNERSHIPS & INTEGRATIONS

Sweep partners with EcoVadis. This partnership aims to: 1- enhance interoperability, 2 - improve collaboration, and 3 - accelerate data sharing across supply chains. Additionally, this partnership will reduce reporting burden by bringing primary supplier data directly to where Scope 3 calculations are performed. EcoVadis has already run a pilot with Sweep to allow mutual customer Groupe SNCF to seamlessly and securely access carbon data from hundreds of suppliers. ↗

Dealstack recently partnered with Rivean Capital to digitize and streamline the rollout of a management incentive program for one of their portfolio companies. This partnership makes the process more efficient, transparent, and scalable. Benefits from this collaboration include: 1 - Automated workflows: removes the friction of manual data collection and document execution. 2 - Transparency for stakeholders, with access to ownership data. 3 - Ongoing equity management enables Rivean to handle joiners, leavers, and additional allocations. With manual MIP processes eliminated, Rivean is able to focus on engagement, value creation, and portfolio growth. ↗

Attio just shipped a new integration with Aircall, which allows users to sync and enrich call data inside Attio. By leveraging Attio and Aircall together, users can now: 1 - Make calls directly from Attio with just one click in any record page. 2 - Bulk dial multiple records: get through call queues by bulk-adding multiple records from Attio to a power-dialing session in Aircall. 3 - Insight cards for every call: See relevant customer information right in the dialer for every incoming and outgoing call. 4 - Automatically sync calls and notes: Simplify record updates with automatic call syncing. Every call creates a note in Attio, which is added to the activity timeline and includes additional call data. 5 - Route calls with context: Ensure inbound calls reach the right person by syncing Attio’s customer insights with Aircall routing. ↗

JTC partners with Novata to support sustainability goals. The partnership combines JTC’s existing Sustainability Services practice, which spans its corporate, funds and private client business lines, with Novata’s sustainability technology to provide sustainability solutions for JTC’s existing and new clients. ↗

AlphaSense & Cerebras partner to deliver AI-driven market intelligence. By integrating Cerebras’ WSE-3 Wafer-Scale Engine, AlphaSense enhances its generative AI-powered search and analytics, which enables businesses to extract insights quickly. Additional benefits of this partnership include: 1 - Instant access to financial trends, investment data & insights. 2 - Advanced AI Reasoning – Multi-turn AI-powered analysis with Llama models for enhanced decision-making. 3 - Wafer-Scale AI Acceleration – Cerebras Inference boosts query speed, reduces latency & enhances accuracy. 4 - Enterprise-Grade Security – US-based AI infrastructure ensures zero data retention & regulatory compliance. ↗

Shine Capital and Standard Metrics partner for portfolio monitoring and LP reporting. Shine Capital is an early-stage venture capital firm with offices in New York and San Francisco. The Shine Capital team sought a founder-friendly portfolio monitoring solution that would automate data collection and reporting. They were looking for a platform that would formalize portfolio tracking and optimize internal processes to address ad-hoc requests from various stakeholders, including LPs. After implementing Standard Metrics, the Shine Capital team no longer has to spend time manually collecting, consolidating, and reporting on portfolio company performance. Ongoing KPIs, forecasts, financial statements, and other documents will be structured, stored and accessible for portfolio reviews. Shine Capital will also be leveraging Standard Metric’s benchmarking for portfolio reviews and to help provide guidance to their founders. ↗

RSM picks Arch for private markets investment management. RSM US is an assurance, tax and consulting firm for middle-market companies. Arch’s Alternatives Management Platform will integrate with FamilySight, RSM’s family office data management platform, to provide advisors with a view into clients’ private markets portfolios. Additionally, Arch will help with the rollout of Catamaran, RSM’s outsourced solutions suite for middle-market organizations. ↗

ValueWorks is enabling GSG GENII Software Group to streamline KPI management, drive digital transformation, and enhance data-driven decision-making. By modernizing processes and setting new benchmarks, ValueWorks is helping GSG GENII build a cloud-driven software group. ↗

DISA Global Solutions, a provider of workplace compliance management and employee screening solutions, has selected Hyperscience to help with its digital transformation. The Hyperscience AI platform helps DISA accelerate efficiency, streamline operations, and elevate customer service. To scale the company, DISA selected the Hyperscience AI platform to automate document processes and deliver enhanced customer experiences. By leveraging the Hyperscience Hypercell, DISA has automated the classification and extraction of driver qualification files for workplace screening with 99.5% accuracy and 98% automation, enabling organizations to fill roles faster and meet the growing demands of today’s hiring landscape. Hyperscience has also streamlined processes, such as detecting duplicate forms and eliminating the need for manual template creation. ↗

Hokuhoku Financial Group has streamlined data collection and analysis, using the Persefoni platform. Hokuhoku Financial Group is a Japanese financial services firm. ↗

OFFICE & PERSONNEL

Chris Saunders is the new Chief Financial Officer at Crunchbase. Saunders brings over 25 years of experience scaling Fortune 50 multinational corporations and venture-backed technology startups. As CFO, Saunders will oversee Crunchbase’s financial strategy, planning, and operations and will help drive the company’s scaling efforts. Prior to joining Crunchbase, Saunders served as CFO at SmartDrive Systems, a video-based safety and transportation intelligence, where he played a role in the sale of the company to Vista Equity Partners. Before that, he was CFO at Capsule Technologies, overseeing the spinout from Qualcomm where he had spent 14 years holding senior finance leadership roles across multiple divisions, including Qualcomm Life, Ventures, and Labs. ↗

Canoe Intelligence appoints Zack Helgeson as Head of Product. As Head of Product, Helgeson will lead product strategy, innovation, and execution across the company’s data automation and analytics platform. His role also includes driving innovation in private markets technology, scaling product capabilities, and defining the product roadmap. Before joining Canoe, Helgeson was Head of Product Strategy, Analytics at Nasdaq, where he developed private markets product strategies that helped institutions better access, analyze, and act on data. His previous experience in private capital flows and investment intelligence came from his time at Cambridge Associates, where he built data-driven infrastructure that streamlined fund intelligence, automated data extraction, and improved operational efficiency across institutional investment workflows. Helgeson also held various product, operations, and technology leadership positions at Brighthouse Financial. Most recently, was the Head of Product Strategy, Analytics at Nasdaq. ↗

Christophe Santer appointed Director of Sales & Business Development at bunch, to lead its expansion into Luxembourg. A Luxembourg native, Santer has nearly two decades of experience in fund administration, investor services, and private markets. He previously held senior roles at IQ-EQ as Head of Sales and at Société Générale Securities Services, where he led private market sales across private equity, real estate, debt, and infrastructure. ↗

FNEX welcomes Robert Dalzell as President of FNEX Wealth. Prior to joining FNEX, Dalzell, who has over 15 years of industry experience, was with Indie Asset Partners and Wells Fargo Advisors Private Client Group, specializing in private wealth management and investment planning. ↗

Phil Smith is joining Titanbay’s board as a Non-Executive Director. As the founder of Embark, Smith built the business to £42bn in AUA before its acquisition by Lloyds Banking Group in 2022. He’s also held senior roles at Barclays Wealth, Fortis Investments, and Prudential M&G, bringing previous experience in building and scaling investment platforms. What this appointment means for Titanbay: 1 - Enhancing the platform with Smith’s experience in scaling technology-driven platforms. 2 - Supporting the next growth phase – Smith's insights will help expand Titanbay's reach and help deepen relationships with wealth managers. 3 - Strengthening market position with his previous experience in building businesses. ↗

Addepar opens its first office serving the Middle East and Africa region. This strategic move will enable Addepar to better serve its client base in the region, providing solutions to MEA family offices, wealth managers, banks, and sovereign wealth funds. By establishing a local presence, Addepar aims to enhance partnerships within the region's financial ecosystem and foster collaborations with firms seeking new technology solutions. ↗

Grandview Analytics promotes Tony Kauzlarich to Partner. Since joining Grandview in 2021, Kauzlarich has played an important role in driving the firm’s growth, elevating client delivery standards, expanding brand presence, and deepening client relationships. He will continue as Head of Client Delivery, leading Grandview’s approach to client engagement to ensure consistent execution across projects. Additionally, Kauzlarich oversees Grandview’s Center of Excellence, where he mentors consultants, strengthens domain expertise, and enhances relationship management skills, advancing the firm’s consulting capabilities. ↗

Pia Maria Goossens was recently promoted at Drooms and is now its Head of Sales DACH. Goossens joined Drooms in June 2024 as Director Business Development. ↗

VENDOR RESEARCH & WHITEPAPERS

Atfinity has a new article "Do All Banks Need CLM Software?". In this article, Atfinity takes a close look at CLM software, sees what it has to offer, and discusses how different financial institutions could benefit from it. ↗

FINTRX has a new blog, "5 Keys to Raising Assets from Family Offices". FINTRX claims that unlike institutional investors, family offices operate with more flexibility, longer investment horizons, and unique decision-making structures." In this blog, FINTRX has put together five strategies to effectively raise assets from family offices. ↗

AWARDS

S&P Global Market Intelligence wins the Technology Provider of the Year award at the 2024 Syndicated Loan, Leveraged Finance and Private Debt Awards. ↗

MSCI named Best ESG Data Provider by the ESG Investing Awards 2025. This award recognizes MSCI’s commitment to providing sustainability data that are important inputs to investment and risk-management processes. ↗